When considering a Microsoft Dynamics CRM mobile deployment, it is important to plan out what you hope to achieve and be aware of what to expect with the mobile CRM experience. Keep in mind that mobile CRM is not intended to replace the web view of the application and mobile CRM best serves the user by presenting a subset of capabilities to the full system. Mobile CRM is a great tool for any mobile sales force or any business that requires significant customer contact. Here are some things to consider:
- The version of CRM you are using will impact the capabilities and the UI.
- Using a mobile CRM app as opposed to a web browser will impact how the views and navigation of the solutions will appear.
- When you use the application (Mobile Lite) on a phone or a tablet, you will get the out-of-the-box, pre-configured presentation of your mobile CRM view.
- If you use a browser view (Web View) on your phone, you can customize the mobile view by customizing the mobile CRM entity for that function (Lead, Opportunity, Account, etc.) via Settings and then Customizations.
- You can simulate the view by logging into CRM with a /M at the end of the URL for your system.
- You cannot autofill default data to mobile devices in 2013 with business rules and/or workflows.
- Mobile CRM (phone client) does not support Java code, so if your system is highly customized with Java code, many of those customizations will not work with mobile CRM.
- It is very important to set the client or user’s level of expectations.
- CRM 2016 supports a much more robust user experience than previous versions.
- IDFS needs to be configured and enabled.
- Use entities workflows to create an email server side.
- Make sure that CRM (tablet client) is set in the security profiles of the individuals using mobile CRM.
- Download any apps to the appropriate devices if you are using apps.
- For custom entities, make sure that the box for CRM for Tablets is checked in the General Tab.
- CRM mobile does not support two-stage authentication.
- Users cannot switch forms on the CRM mobile application.
There are numerous considerations to be aware of when deploying mobile for CRM. Just because CRM supports mobile doesn’t mean it will be the right fit for your organization. Thoughtful planning, realistic expectation setting, and knowledgeable professionals are the key factors to success. If you are interested in learning more about CRM mobile, check out our Mobile Solutions!
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